Our advisors

Our team

Beth Herrmann

Beth Herrmann

Operations Director

Roles & Responsibilities

  • Supporting Bill with Compliance matters
  • Training of new staff
  • Handling basic client transaction requests (i.e.: money movement requests)
  • Supporting new account opening paperwork, and changes to existing accounts
  • Collecting and updating all client data for Financial Plans
  • Handling office operations, including service providers, office and office systems needs
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Eileen Diaz

Eileen Diaz

Administrative Assistant

Roles & Responsibilities

  • Scheduling Client Appointments
  • Greeting Clients as they arrive for appointments
  • Producing Client correspondence, as well as handling basic mail functions
  • Providing support as needed to our Operations Director, Beth
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Ginger Cardona

Ginger Cardona

Assistant

Roles & Responsibilities

  • Providing support to our Financial Advisor, Sheri
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